Commodities fell? Equities vs Commodities, page-2

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Collie

167 Posts.

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05/02/18

16:20

Post #: 30830665
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Originally posted by asx_dude ↑

All in opinion:
Riddle me this HC.

How can miners who are directly connected to the future direction of growing, higher inflation markets go down today so aggressively. What a load of baloney.

US Equities (Bubbled Tech and unicorns, finance) (LT peaked)
Coiny coins (Gonski)
Commodities (At decade lows) (On its way up LT in line with anticipated higher rates and inflation.)

So why the fall in Miners which commodity producers have been affected today from the ST US panic where US investors are beginning to realise the party fueled on cheap money is ending and it's time to move money into tangible, commodity based assets.

I can understand the wobbles in finance (especially linked to higher rates and Aussie bubbled property market) however, the knee jerk reaction in Aussie miners is no more than an opportunity for tree shakers to milk the downside to accumulate further while the US begins its money shuffle with an increased exposure into commodities. The market needs to wake up to reality of Equities vs Commodities. Commodities are at decade lows for a reason and this will soon change in a big way as the world grows, rebuilds, expands infrastructure, demand remains robust, profits flow for miners where costs are at extreme lows and price of commodities rise. All the ducks are lining up.
LT opportunity to accumulate. Expect miners to bounce while the rest of the bubbled markets have their WTF moment.

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I think our little duck(ago) weathered the storm pretty good today. IMHO

AGO Price at posting: 2.7¢ Sentiment: Hold Disclosure: Held
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Commodities fell? Equities vs Commodities, page-2

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